See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,981 | $111,754-58.0% | $103,333-54.5% | $145,922-67.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 10.83% | 24.77%-13.9pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,553 | $4,212-39.4% | $3,868-34.0% | $4,660-45.2% |
| Participant deferral / active EE | $1,997 | $5,619-64.5% | $5,057-60.5% | $6,688-70.1% |
| Admin fee / account holder | $11,025 | $9,750+13.1% | $8,355+32.0% | $13,397-17.7% |